-33.9%
AZO vs ALHC
-19.9%
-14.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | -0.1% |
| 7D | -3.6% | -6.9% | +3.3% | -3.4% |
| 30D | -5.6% | -6.7% | +1.2% | -5.4% |
| 3M | -6.6% | -37.7% | +31.0% | -5.9% |
| 6M | -22.5% | -30.0% | +7.5% | -22.2% |
| YTD | -15.2% | -36.2% | +21.0% | -15.4% |
| 1Y | -33.9% | -22.9% | -11.1% | -34.8% |
| All | -33.9% | -19.9% | -14.0% | -34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ALHC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling